Heartwood Wealth Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $409K | Hold |
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|
2025
Q2 | $397K | Hold |
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|
2025
Q1 | $396K | Buy |
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|
2024
Q4 | $378K | Sell |
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|
2024
Q3 | $428K | Hold |
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|
2024
Q2 | $383K | Hold |
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|
2024
Q1 | $395K | Sell |
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|
2023
Q4 | $404K | Sell |
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|
2023
Q3 | $381K | Hold |
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|
2023
Q2 | $407K | Sell |
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|
2023
Q1 | $411K | Hold |
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|
2022
Q4 | $416K | Hold |
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|
2022
Q3 | $371K | Buy |
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|
2022
Q2 | $291K | Buy |
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|
2022
Q1 | $210K | Hold |
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|
2021
Q4 | $212K | Sell |
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|
2021
Q3 | $205K | Hold |
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|
2021
Q2 | $213K | Hold |
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|
2021
Q1 | $205K | Sell |
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|
2020
Q4 | $233K | Hold |
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|
2020
Q3 | $204K | Sell |
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|
2020
Q2 | $261K | Hold |
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|
2020
Q1 | $229K | Sell |
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|
2019
Q4 | $346K | Buy |
|